Americana Partners LLC lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 9.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 208,284 shares of the network equipment provider’s stock after purchasing an additional 17,293 shares during the period. Americana Partners LLC’s holdings in Cisco Systems were worth $16,044,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors have also recently made changes to their positions in the company. EQ Wealth Advisors LLC acquired a new position in shares of Cisco Systems in the 4th quarter valued at $31,000. Board of the Pension Protection Fund acquired a new position in shares of Cisco Systems in the 4th quarter valued at $31,000. Anfield Capital Management LLC lifted its stake in shares of Cisco Systems by 248.9% in the 4th quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock valued at $37,000 after purchasing an additional 346 shares during the period. Joseph Group Capital Management acquired a new position in shares of Cisco Systems in the 4th quarter valued at $38,000. Finally, Luken Investment Analytics LLC lifted its stake in shares of Cisco Systems by 418.0% in the 4th quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock valued at $40,000 after purchasing an additional 418 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.
Key Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco is being viewed as an AI networking winner, with multiple reports citing surging hyperscaler orders and stronger campus upgrade activity that could support revenue growth and the company’s AI outlook. Cisco Gains From AI Networking Boom : More Upside Ahead?
- Positive Sentiment: Another bullish article said Cisco has climbed sharply over the past month because investors are rewarding its exposure to AI networking demand, even though margin pressure remains a concern. Cisco Rises 33% in a Month: Here’s Why You Should Buy the Stock
- Positive Sentiment: Coverage also emphasized Cisco’s strong recent financial results, pointing to solid top- and bottom-line growth that reinforces its role as a core tech holding for long-term investors. Impressive Financial Results Assert Cisco Systems, Inc. (CSCO) as a Top Tech Stock in Ken Fisher’s Portfolio
- Neutral Sentiment: Wall Street commentary remained broadly constructive, with articles noting bullish analyst views on Cisco, but these pieces did not add a new catalyst beyond reinforcing existing optimism. Should You Invest in Cisco (CSCO) Based on Bullish Wall Street Views?
- Neutral Sentiment: Cisco was also mentioned as part of a broader AI optics alliance focused on standardizing optical connectivity for AI infrastructure, which supports the company’s strategic positioning but is not a direct company-specific development. 3M Joins AI Optics Alliance As Shares Screen Undervalued
- Negative Sentiment: Recent insider selling by a Cisco executive could create some caution, even though it is not necessarily a sign of deteriorating fundamentals. Cisco Systems (NASDAQ:CSCO) EVP Sells $772,603.66 in Stock
- Negative Sentiment: Another report flagged additional insider selling, which may weigh on sentiment at the margin after the stock’s recent strong run. Insider Selling: Cisco Systems (NASDAQ:CSCO) Insider Sells $840,780.32 in Stock
Wall Street Analyst Weigh In
Get Our Latest Research Report on CSCO
Insider Transactions at Cisco Systems
In related news, EVP Thimaya K. Subaiya sold 1,744 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the sale, the executive vice president owned 156,693 shares of the company’s stock, valued at $12,076,329.51. This trade represents a 1.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Oliver Tuszik sold 2,761 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $114.61, for a total transaction of $316,438.21. Following the completion of the sale, the executive vice president directly owned 180,877 shares in the company, valued at approximately $20,730,312.97. This trade represents a 1.50% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 32,103 shares of company stock valued at $3,160,587 over the last quarter. Insiders own 0.01% of the company’s stock.
Cisco Systems Trading Up 1.9%
NASDAQ CSCO opened at $120.41 on Friday. The firm has a 50 day simple moving average of $89.34 and a 200-day simple moving average of $81.52. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. Cisco Systems, Inc. has a one year low of $62.30 and a one year high of $120.79. The firm has a market cap of $474.59 billion, a price-to-earnings ratio of 39.09, a PEG ratio of 3.59 and a beta of 0.92.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same quarter last year, the firm posted $0.96 earnings per share. The business’s revenue for the quarter was up 12.0% compared to the same quarter last year. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. Equities research analysts anticipate that Cisco Systems, Inc. will post 3.44 EPS for the current fiscal year.
Cisco Systems Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is 54.55%.
Cisco Systems Company Profile
Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.
In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.
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